Social

Couples Need To Be On The Same Financial Page

In a New York Daily News article today, Jean Chatzky writes that the latest research finds “that couples aren’t seeing eye-to-eye on retirement issues: One-third don’t know where they plan to retire, two-thirds don’t agree on their expected retirement ages, and nearly half don’t agree on whether they’ll continue to work in retirement.”

Rick talked with Jean about an exercise he has couples complete that helps them envison what a day or a week in retirement looks like.  Ideally, he has couples complete this exercise independently several years prior to actually retiering, which gives them a chance to get on the same page. You can read the entire article here.

Share Button
Print Friendly, PDF & Email

, , , ,

Comments are closed.